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  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM (Moderator: Dave Greenberg) »
  • Customizing the Home page
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Author Topic: Customizing the Home page  (Read 1259 times)

japomani

  • Guest
Customizing the Home page
January 05, 2009, 08:45:03 am
I am interested in using CiviCRM as a sales CRM in addition to using the great email and event features.

However, the home page does not seem to be very robust. Currently all I see is activities. Is there a way to add to this functionality similar to SugarCRM (see http://www.opensourcecms.com/misc/sugarcrm/admin.html for example)?

Specifically, I would like to process a company through the sales process something like lead->contacted->interested->client

I would like to then see clients listed in these categories on the home page

Can other lists be added to the home page?

Also, I would like to sort these lists by priority.

Finally, I would like the activities list to be more granular, like breaking it up into calls, meetings, etc.

Thanks so much for your input.
« Last Edit: January 05, 2009, 08:52:23 am by japomani »

Donald Lobo

  • Administrator
  • I’m (like) Lobo ;)
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  • CiviCRM version: 4.2+
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  • MySQL version: 5.5.x
  • PHP version: 5.4.x
Re: Customizing the Home page
January 05, 2009, 08:52:55 am

In 2.1, you can use the 'dashboard' hook to customize the home page. Check:

http://svn.civicrm.org/hrd/trunk/drupal/hrd.module

for an example implementation

lobo


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japomani

  • Guest
Re: Customizing the Home page
January 05, 2009, 09:03:12 am
You're the best, thanks Lobo!

Pages: [1]
  • CiviCRM Community Forums (archive) »
  • Old sections (read-only, deprecated) »
  • Support »
  • Using CiviCRM (Moderator: Dave Greenberg) »
  • Customizing the Home page

This forum was archived on 2017-11-26.